TKC Privacy Policy


Privacy Notice

In accordance with the Gramm-Leach-Bliley Act of 1999, Title V, TKC Wealth Management provides you this
notice of our policy for maintaining the privacy, accuracy, and security of your customer information. Our
customer privacy policy covers all products, services, and support offered.
We routinely collect and maintain information about you and your account activity so we can provide
appropriate, accurate, and timely products, services, and support, and to satisfy various legal, regulatory, and
supervisory requirements. We DO NOT disclose information on current or former customers to any party
except as required by regulatory rules or by law. We may share information we collect with you with other
financial firms with which we conduct business but only for the purposes of handling customer account
transactions. We collect the following nonpublic personal information for the purposes outlined above:
• Financial profile information. This is information you furnish to us that we use to determine client suitability
and to assist in the financial planning process. Examples are your net worth, annual income, tax bracket,
investment objectives, and prior investment experience.
• Account establishment information. This is information you furnish to us on forms used to open accounts or
establish services. Examples are your name and address, Social Security number, bank account information,
and beneficiary designations.
• Account activity information. This is information that we receive from you and from the various entities that
provide financial products or services for our customers. Examples are investment account statements,
account change documents, and requests from you for specific services or support.
We value the trust you place in us. To maintain that trust, we have safeguards in place to protect the privacy
of your nonpublic personal information. We restrict access to your personal and account information to only
those who need to know that information to provide products, services, or support to you. We maintain
physical, electronic, and procedural safeguards to protect your nonpublic personal information.
As a client of a TKC Wealth Management LLC, members of which are registered representative of Landolt
Securities, Inc., you are giving the TKC Wealth Management LLC and its associated persons your permission
to access and use your personal and financial information and to allow that information to be used by TKC
Wealth Management, Charles Schwab & Co., Inc., Third Party Service Providers, and Landolt Securities, Inc.
as appropriate for the purpose of establishing your investment management relationship with TKC Wealth
Management LLC and as required by federal, state or local regulatory associations.
If you should have any questions about our customer privacy policy, please contact our main office at 214-
389-2000 or contact the firm's Compliance department via email at You may
also opt out if you wish by emailing us at
If you should have a complaint regarding the investment management services, please contact us at For issues related to the brokerage products offered through Landolt
Securities, Inc. (annuities, private placements, mutual funds), please contact them at